Latest Institutional Transactions on Affirm Holdings, Inc. (AFRM)
This table provides information on the latest institutional transactions involving Affirm Holdings, Inc. (AFRM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Mason & Associates Inc
|
BUY
|
- |
12.1KNew |
$776K - $1.12M
|
12.1K
$854K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.28K+ 8.27% |
$146K - $210K
|
29.8K
$2.1M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
PUT |
-900- 81.82% |
$57.6K - $83K
|
200
$14.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
SELL
|
- |
-3.7K- 13.13% |
$237K - $341K
|
24.5K
$1.73M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
330+ 201.22% |
$21.1K - $30.4K
|
494
$34.8K
|
|
|
Nov 05, 2025
Q3 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
21New |
$1.35K - $1.94K
|
21
$1.48K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
BUY
|
- |
69+ 16.16% |
$4.42K - $6.36K
|
496
$35K
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
32.9KNew |
$2.11M - $3.04M
|
32.9K
$2.32M
|
|
|
Nov 05, 2025
Q3 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-351- 9.68% |
$22.5K - $32.4K
|
3.28K
$231K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.46K+ 45.1% |
$93.4K - $134K
|
4.69K
$331K
|
|
|
Nov 05, 2025
Q3 2025
|
Carlson Capital L P
Dallas, TX |
SELL
|
PUT |
-10K- 25.0% |
$641K - $922K
|
30K
$2.12M
|
|
|
Nov 05, 2025
Q3 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
11K+ 10.5% |
$706K - $1.02M
|
116K
$8.18M
|
|
|
Nov 05, 2025
Q3 2025
|
A16z Perennial Management, L.P.
Menlo Park, CA |
SELL
|
- |
-73.3K- 84.67% |
$4.69M - $6.75M
|
13.3K
$935K
|
|
|
Nov 05, 2025
Q3 2025
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-42- 89.36% |
$2.69K - $3.87K
|
5
$353
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
628+ 64.61% |
$40.2K - $57.9K
|
1.6K
$113K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
2New |
$128 - $184
|
2
$141
|
|
|
Nov 05, 2025
Q3 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
5.39K+ 11474.47% |
$345K - $497K
|
5.44K
$384K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-325- 7.69% |
$20.8K - $30K
|
3.9K
$275K
|
|
|
Nov 05, 2025
Q3 2025
|
Allen Holding Inc
|
SELL
|
- |
-25.3K- 9.9% |
$1.62M - $2.33M
|
230K
$16.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.45K+ 21.38% |
$157K - $226K
|
13.9K
$982K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.45KNew |
$605K - $871K
|
9.45K
$667K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-11.1K- 47.61% |
$708K - $1.02M
|
12.2K
$858K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-28.3K- 53.41% |
$1.81M - $2.61M
|
24.7K
$1.74M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-87- 0.49% |
$5.57K - $8.02K
|
17.8K
$1.25M
|
|
|
Nov 04, 2025
Q3 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-110- 2.94% |
$7.05K - $10.1K
|
3.63K
$256K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
4+ 0.7% |
$256 - $369
|
573
$40.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-3.7K- 29.08% |
$237K - $341K
|
9.03K
$637K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.17K+ 87.67% |
$331K - $477K
|
11.1K
$780K
|
|
|
Nov 04, 2025
Q3 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
2.39KNew |
$153K - $221K
|
2.39K
$169K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-13- 0.07% |
$833 - $1.2K
|
19.5K
$1.38M
|
|
|
Nov 04, 2025
Q3 2025
|
Imc Chicago, LLC
|
BUY
|
- |
144K+ 374.42% |
$9.25M - $13.3M
|
183K
$12.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
142KNew |
$9.1M - $13.1M
|
142K
$10M
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
139K+ 127.91% |
$8.87M - $12.8M
|
247K
$17.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
226+ 5.34% |
$14.5K - $20.8K
|
4.46K
$314K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
21+ 210.0% |
$1.35K - $1.94K
|
31
$2.19K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
197+ 820.83% |
$12.6K - $18.2K
|
221
$15.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-111K- 32.75% |
$7.12M - $10.2M
|
228K
$16.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-101- 7.48% |
$6.47K - $9.31K
|
1.25K
$88.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
2.31K+ 14.01% |
$148K - $213K
|
18.8K
$1.33M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
48.7K+ 26.14% |
$3.12M - $4.49M
|
235K
$16.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
6.72K+ 87.39% |
$431K - $620K
|
14.4K
$1.02M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-3.08K- 10.42% |
$197K - $284K
|
26.5K
$1.86M
|
|
|
Nov 03, 2025
Q3 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
13.9KNew |
$893K - $1.28M
|
13.9K
$983K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-16.4K- 26.96% |
$1.05M - $1.51M
|
44.4K
$3.13M
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
261KNew |
$16.7M - $24.1M
|
261K
$18.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3.15K+ 195.89% |
$202K - $290K
|
4.76K
$335K
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
2.6K+ 1.96% |
$167K - $240K
|
135K
$9.52M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-4.55K- 5.98% |
$291K - $419K
|
71.5K
$5.04M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-161- 1.85% |
$10.3K - $14.8K
|
8.55K
$603K
|
|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.36K- 4.27% |
$407K - $586K
|
143K
$10.1M
|
|